Mortgage

Be the broker who calls back before the rate shopper moves on.

Pre-approval and refinance forms reach your CRM and your phone seconds after the tap, with loan amount, property status and the best time to call already filled in.

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On the broker’s phoneLoan amount and property status included.
WhatsAppNew lead: Priya RamanRefinance enquiry
First call, first conversationReach them while they are still deciding.
Email autoresponderReply sentto Priya, automatically
In your CRMPurchase and refinance in the right pipeline.
HubSpotAdded to HubSpotFields matched
0leads routed since 2021
0businesses
0integrations
2lead sources, Facebook and LinkedIn
Why speed matters

Facebook lead ads for mortgage brokers, delivered the moment they arrive.

A mortgage enquiry is often the start of a large purchase. The person asking about pre-approval has usually found a property, or is close to it, and is talking to more than one broker.

LeadsNotify sends each Facebook, Instagram and LinkedIn lead form submission to your CRM and your phone as soon as it is submitted, with the loan amount and property status in the message, so the first call can move the application forward.

WhatsAppWhatsApp

New lead: Priya Raman

Phone
+60 12 909 4455
Loan
RM 480k refinance
Form
Refinance enquiry
facebookLead form submitted
Delivered by LeadsNotify
The problem

The lead is worth the most in the first few minutes. That is when nobody is looking.

Rate shoppers compare in minutes

A prospect submits to three brokers before lunch. The one who calls first sets the terms of the conversation.

The follow-up sheet is always stale

Leads copied into a spreadsheet on Monday are already a weekend old.

Nobody on duty gets told

The enquiry sits in Ads Manager while the broker is in a signing.

Lead form

What to ask in a mortgage lead form

Short forms get more leads. These fields give your team enough to make a useful first call.

  1. Name, phone and emailFor the first call and the follow-up documents.
  2. Loan purposeBuying, refinancing or investing.
  3. Estimated loan amountA range is enough for the first conversation.
  4. Property statusStill looking, found a property or offer accepted sets the urgency.
  5. Employment typeEmployed or self-employed changes which documents you ask for.
  6. Consent to be contactedKeep a record for compliance.
Recommended setup

A setup that works for mortgage teams

One lead form, three destinations. Each lead counts once, however many places it goes.

SalesforceCRM

Salesforce

Enquiries land in Salesforce, HubSpot or Pipedrive with loan purpose and amount mapped to fields.

Salesforce integration WhatsAppBroker alert

WhatsApp

The broker gets an instant WhatsApp, SMS or Telegram alert with the lead’s details.

WhatsApp integration ActiveCampaignNurture

ActiveCampaign

Add leads to an ActiveCampaign or Mailchimp list for follow-up emails while they are still looking.

ActiveCampaign integration
How it works

Three steps, no developer, done before your next appointment.

1

Connect a page

Sign in to Facebook or LinkedIn once. We read new lead form submissions the moment they arrive.

2

Pick where leads go

Your CRM, a Google Sheet, and WhatsApp, Telegram or Slack for whoever is on duty. Fields are matched for you.

3

Send a test, go live

One test lead runs the whole path. When it lands, switch the notifier on.

Use cases

How mortgage teams use LeadsNotify

First-home buyer campaigns

Send first-time buyer enquiries to brokers who handle them.

Refinance offers

Route refinance leads to a separate pipeline in your CRM.

Partner referrals

Share leads with a real estate partner’s CRM as well as your own.

Rate-change campaigns

Collect interest in a Google Sheet when rates move and call through the list.

Follow-up

Tips for faster mortgage follow-up

  • Prioritise leads who say they have found a property.
  • Keep income questions for the call, not the form.
  • Use separate pipelines for purchase and refinance.
  • Test each notifier from inside LeadsNotify, then check Lead Delivery.
  • Send a same-minute email reply with a document checklist (Solo Marketer and up).
Questions

Questions from mortgage teams

Can I send leads to two CRMs?

Yes. Create two notifiers for the same form, one for each CRM.

Can I filter out leads that are not ready?

Lead filtering and rules are included from Solo Marketer up.

Which CRMs work?

Salesforce, HubSpot, Pipedrive, Zoho CRM and more, plus Google Sheets and webhooks.

How many leads does the free plan include?

50 leads a month on 1 lead form. Solo Marketer includes 1,000 and Pro Marketer 20,000.

Can loan amount and property status come through?

Yes. Every question on your lead form is available as a field. Pick which ones go into the alert and which map to CRM fields.

Do I need a developer or a Zapier account?

No. You sign in to Facebook or LinkedIn once, pick the page and the lead form, choose where leads go and send a test. The whole set-up runs inside LeadsNotify.

Other industries
Real estateEvery property enquiry on the agent’s phone before the buyer opens the next listing.AgenciesOne account, every client’s pages, each lead to the right CRM and the right person.InsuranceQuote requests reach the adviser who can call, with the policy type already filled in.Home servicesJob requests on the technician’s phone with the address and the problem, before the homeowner calls someone else.AutomotiveTest drive and trade-in enquiries on the sales team’s phone while the buyer is still comparing cars.

Be the first to call every lead back.

Connect your Facebook, Instagram or LinkedIn lead form, choose where leads go and send a test lead. Free plan with 50 leads a month.

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